AI Agent changes, Solana, Base, and BSC stage a "Three Kingdoms"

  • Intensified Competition: The tripartite dominance of Solana, Base, and BSC will increase internal competition, leading to industry shakeout and the rise of key players.
  • Platform Transformation: Virtual and ai16z need to address legacy issues and leverage open-source innovation to drive growth.
  • Market Dynamics: Arc challenges ai16z's leadership, potentially altering the Solana ecosystem landscape.
  • Application Expansion: @aixbt_agent must deepen commercial scenarios like DeFai to enhance its capabilities.
  • Niche Opportunities: DeFai and GamFai sectors may see breakthrough AI Agent applications that leverage existing infrastructures.
Summary

Regarding the possible changes in AI Agents:

1) Solana, Base, and BSC are in a three-way competition. BSC’s entry into the battle will further intensify the “involution” of the AI Agent track. However, after the first wave of “chaos”, the three-way competition will be formed. Each camp will decide on some heroes in troubled times, and the competition will be further intensified. The winners will be the kings and the losers will be the bandits.

2) Virtual and ai16z need to change their "locomotives". After the first wave of wild growth, Virtual and ai16z systems have achieved success at the expense of many others, leaving behind various chaos and complex problems. How will Virtual take root after migrating to the solana ecosystem? How will the tokenomics token empowerment problem of ai16z be regulated? After the problems are solved, driven by the innovative power of the open source development community, the new "locomotive" will have a more powerful pulling force, which is worth looking forward to.

3) Ai16z's status as a major commercial IP may be threatened by Arc's new commercial power. In fact, since ai16z announced its retreat to catch up with progress, Arc has been chasing after it. Its Rust high-performance framework has made repeated progress, the Arc Forge launch platform has been launched first, and $arc has all proved Arc's ambition to be the king. As for whether the Solana ecosystem will change hands, the market will gradually give the answer;

4) Deepening the application scenarios of AI Agents has become a challenge. @aixbt_agent is currently facing the problem of expanding commercial application scenarios. In addition to information strategies, it needs to add new DeFai trading decision-making application scenarios. It can either be modularly combined into other AI Agent matrices or evolve into its own commercial product PMF. In short, AIXBT must prove its own capabilities as soon as possible.

5) There may be groundbreaking AI Agent applications in the DeFai and GamFai segments. DeFai can undoubtedly connect with DeFi's mature infra infrastructure and huge capital volume, allowing AI Agent to have sufficiently attractive value assessment dimensions such as TVL, Txs, UX, Fees, and multi-agent collaboration. The same is true for GamFai. It is crucial to make the implicit value experience of AI Agent such as "interaction, decision-making" intuitive through explicit "game scenes".

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Author: 链上观

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